REILLY FINANCIAL ADVISORS, LLC: CAT position timeline

REILLY FINANCIAL ADVISORS, LLC held 1,304 CAT shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

1. period ended2021-12-31

   13F 1,304 shares

   Change vs previous 13F -20 shares

   0.02% of the 13F portfolio, value $270,000.

   13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2022-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2021-09-30

   13F 1,324 shares

   Change vs previous 13F +1 shares

   0.02% of the 13F portfolio, value $254,000.

   13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2021-06-30

   13F 1,323 shares

   Change vs previous 13F +207 shares

   0.02% of the 13F portfolio, value $288,000.

   13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2021-03-31

   13F 1,116 shares

   Change vs previous 13F -338 shares

   0.02% of the 13F portfolio, value $259,000.

   13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2020-12-31

   13F 1,454 shares

   Change vs previous 13F -24 shares

   0.02% of the 13F portfolio, value $265,000.

   13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2020-09-30

   13F 1,478 shares

   Change vs previous 13F -95 shares

   0.02% of the 13F portfolio, value $221,000.

   13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2020-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2020-06-30

   13F 1,573 shares

   Change vs previous 13F -19 shares

   0.02% of the 13F portfolio, value $199,000.

   13F-HR 0001363561-20-000006 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2020-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2020-03-31

   13F 1,592 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $185,000.

   13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2020-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).